FINANCIAL ADVISOR

Manning & Napier, Inc; Cleveland (OH); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

401k employer match

Paid volunteer days

Gym reimbursement

Free access to a Workplace Financial Advisor

Job summary

A financial services firm based in Cleveland, OH is seeking a Financial Consultant to collaborate with clients and develop relationships across various client types. The role includes detailed responsibilities such as portfolio management, client consultations, and implementing investment plans. Candidates should possess a Bachelor's degree, 5+ years of relevant experience, and the necessary certifications or willingness to obtain them. The firm offers various perks including health benefits, a 401k match, and opportunities for professional development.

Qualifications

• 5+ years’ relevant experience in financial consulting.
• Possess Series 6, 63, & 65 or Series 7 & 66 licenses.
• Certified Financial Planner™ or willingness to pursue.

Responsibilities

• Establish trust and act as the main advisor for clients.
• Discuss investment goals with risk tolerance in mind.
• Monitor client portfolios and performance.

Skills

Client relationship management

Investment strategy development

Portfolio monitoring

Sales skills

Education

Bachelor’s degree or higher

Tools

Salesforce.com

Sales Navigator

LinkedIn

Job description

FINANCIAL CONSULTANT page is loaded## FINANCIAL CONSULTANTlocations: OH Remotetime type: Full timeposted on: Posted 6 Days Agojob requisition id: R214**Summary** As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management and be based in **Cleveland, OH.****Responsibilities*** Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs* Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events* Work with the advisory team to implement investment plans and coordinate adjustments* Monitor client investment portfolios and performance* Communicate insights for clients regarding essential contributors and detractors* Advise high net worth clients as needed and consult mid-market institutional clients* Coordinate the creation of detailed wealth management plans for individuals* Organize the creation consulting reports for institutions* Help present plans to clients effectively and clearly* Actively seek new business opportunities* Develop essential knowledge of our financial planning software and technology* Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)* Participate in regular internal meetings* Work on a schedule that best suits client needs**Qualifications*** Bachelor’s degree or higher* 5+ years’ relevant experience* Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire* Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation* Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred* A proven record of achieving new business a plus**Perks*** Health, dental & vision insurance + Employer HSA contribution + Opt out credit* 401k employer match* Paid volunteer days* Gym reimbursement* Free access to a Workplace Financial Advisor**Compensation:** $75-150k base salary; additional incentive/commission-based compensation expected.